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OL - Billing & Accounting

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Editable Invoice

Client would like to be able to Edit an Invoice to do the following: 1. Customize Center's Billing Address display - Add Center's Telephone - Add Center's Email Address 2. Add Parent's Names & Billing Address to Invoice- Remove "Billed For (Ch...
Jessica Furey about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Being able to turn off just Debit card and give the option for parents to set up only ACH or Credit Cards

BAM 32162515 - Being able to turn off just Debit card and give the option for parents to set up only ACH or Credit Cards
Pam Littleton 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Attendance Based Subsidy Billing Formulas

In most states, subsidized agencies pay based on a combination of schedule and attendance. For instance, they will pay for all of the days a child is scheduled, unless a child is absent more than 5 days--then they only pay based on attendance. We ...
Guest over 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 1

Include a traditional semi-monthly (custom option like in reports) option for billing

This is useful for centers that are trying to align their billing plans with parents who get paid semi-monthly. I have had several centers that have asked for this. The current workaround is for centers to bill by a week and a half, but it ends up...
Kelli Boreson about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

List Charges First and then any discounts

Client notes that her invoices must Show the Charge Line First and then any discounts Currently the invoices show charges in order of farthest from zero to greater than zero.
Jessica Furey about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0

Same day Autopay

I spoke with a Primrose owner who was confused when Auto pay did not run for the majority of parents. The school added a supply fee to ledgers on 8/15/2024 with a due date for the payments of 8/15/2024. The time stamp on the charges was for 5:30p...
Lexi Hueseman about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Guardian Rather than Parent on Statement

Adult daycare facility would like when clients print the Statement for it to read Guardian rather than Parent BAM 86068955 requested this
Kelly Kohlhagen 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Batch Edit Invoice

Center would like to be able to batch change invoices BAM 39184867 requested this.
Kelly Kohlhagen 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Text Invoices and Reminders

Center wants invoices/ reminders to be texted as well as emailed BAM 68901229 requested this.
Kelly Kohlhagen 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Minimum Payment

Center would like to automate/set a minimum payment amount for his families so that if he has subsidy students who are only paying a couple dollars a week, they wouldn't be able to pay until they reach a balance of the amount set by the center. BA...
Kelly Kohlhagen 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information